four types of business planning presentations

How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Business plan presentation: A complete guide for executives

Ever wondered what goes into creating a killer business plan presentation that leaves your audience in awe? Well, you're in the right place.

Sahul Hameed

Building presentations

Hey there, fellow business enthusiast! 🚀

Have you ever wondered what sets successful entrepreneurs apart from the rest?

It's not just a great business idea; it's the ability to present that idea effectively through a stellar business plan presentation. In today's digital age, where first impressions matter more than ever, mastering the art of business plan presentations is crucial.

In this comprehensive guide, we'll delve into the intricacies of crafting a winning business plan presentation that will leave potential investors, partners, and stakeholders eager to jump on board.

What is a business plan?

Before we dive into the nitty-gritty of presentations, let's start with the basics. A business plan is the blueprint for your entrepreneurial journey. It's a detailed document that outlines your business idea, strategy, and financial projections. It's like the GPS for your business, guiding you from start to success.

Purpose of a business plan: Why do we need one?

Now, you might be thinking, "Do I really need a business plan?"

Absolutely! A well-crafted business plan serves multiple purposes. It not only clarifies your business goals but also acts as a roadmap for your team. Moreover, it's a powerful tool to attract investors, secure loans, and demonstrate your expertise in your industry.

Types of business plans

When it comes to business planning, one size doesn't fit all. Depending on your specific goals and needs, there are various types of business plans to choose from. Let's explore some of the most common ones:

1. Startup business plan

Starting a new business venture? A startup business plan is your go-to document. It's like the blueprint for your entrepreneurial dream. This plan outlines essential elements such as your products or services, target market, competition analysis, and financial projections. Its primary purpose? To attract investors and secure the necessary funding to kickstart your business.

2. Strategic business plan

Looking at the bigger picture? A strategic business plan is your long-term roadmap. It not only sets your business goals and objectives but also outlines the strategies to achieve them. Think of it as your guiding star, ensuring that your business stays on track and steadily moves towards its goals.

3. Feasibility business plan

Before taking the plunge, it's wise to assess the waters. A feasibility business plan helps you evaluate the viability of your business idea. It dives into market analysis, competition assessment, and financial projections. This plan is often used to secure loans or grants, especially from banks or government agencies.

4. Operations business plan

Want to optimize your day-to-day operations? An operations business plan is your tool for streamlining processes. It covers everything from your products or services to supply chain, manufacturing, distribution, and customer service procedures. This type of plan helps enhance efficiency and productivity within your business.

5. Growth business plan

Ready to take your business to new heights? A growth business plan charts the course for expansion. It involves a thorough market analysis, competition assessment, and financial projections. This plan is instrumental in attracting investors or securing financing for ambitious growth projects.

6. Specialized business plans

Beyond the broad categories, there are specialized business plans tailored to unique needs. These include:

• Marketing business plans : Focused on marketing strategies and tactics.
• Financial business plans : Emphasizing financial projections and budgeting.
• Product launch business plans : Geared towards launching new products or services.

Here is a guide on new market entry strategy presentation .

Types of business plans based on size

Business plans can also be categorized based on their size and complexity. Here are the main types:

1. Traditional business plan

Think of a traditional business plan as the comprehensive encyclopedia of your business. It delves into every aspect, from products and target markets to competition and financial forecasts. Typically, it's used to woo investors or secure funding from banks.

2. Lean startup business plan

For startups seeking a more streamlined approach, the lean startup business plan is the way to go. It's a shorter, more focused version of the traditional plan, highlighting key elements like the problem you're solving, your solution, and your business model. Ideal for early-stage businesses looking to attract investors.

3. One-page business plan

Short on time but big on ideas? The one-page business plan is a concise summary of your business. It covers essential information like products or services, target markets, competition, financial projections, and your team, all on a single page. It's perfect for quickly pitching your business concept to potential investors or partners.

Remember, the type of business plan you choose depends on your specific business goals, size, and the stage of your entrepreneurial journey. Whether you're just starting out or aiming for growth, there's a business plan tailored to your needs.

Why presentation is important for a business plan

Now, let's talk about the secret sauce that makes your business plan stand out – presentation.

Think of it this way: You've got a fantastic business idea, but if you can't convey it effectively, it's like having a treasure map but no one to read it. This is where a well-crafted business plan presentation comes into play.

But don't just take our word for it. Numerous studies and statistics underline the crucial role of business plan presentations in the success of entrepreneurs and businesses:

Higher chance of success

Companies armed with well-structured business plans are more likely to succeed. According to a study by Harvard Business Review , business owners who create a formal business plan have a 16% higher chance of succeeding than those who don't. It's like having a roadmap that not only guides you but also significantly increases your odds of reaching your destination.

Securing funding

If you're in the pursuit of investors or loans, a well-crafted business plan presentation is your golden ticket. It's the bridge that connects your vision, strategy, and financial projections to potential investors. This critical step can't be underestimated, as 72% of investors consider a business plan presentation an important factor in their decision to invest in a company, according to CB Insights .

Attracting and retaining top talent

Your team is the backbone of your business, and attracting top talent is a vital aspect of growth. A business plan presentation plays a pivotal role here. It offers prospective employees insights into your company's goals and values, helping them understand the bigger picture. In fact, 85% of employers state that they would be more inclined to hire a candidate who demonstrates a clear understanding of the company's business plan, as reported by Glassdoor.

The power of well-designed presentations

It's not just about having a presentation; it's about making it count. Well-organized, informative, and engaging business plan presentations have a higher chance of success. A study by the University of California, Berkeley, found that such presentations, when thoughtfully designed and expertly delivered, are more likely to persuade investors and attract top talent.

In essence, a business plan presentation is your voice, your vision, and your opportunity to shine. It's not merely a formality; it's the vessel through which you convey your passion and dedication to your business. So, craft it thoughtfully, present it passionately, and watch how it can transform your business journey.

How to structure an effective business plan presentation

Creating an impactful presentation requires more than just slapping together a few slides. You'll need to structure it thoughtfully. Here's a winning formula:

• Title slide : The first slide should be eye-catching and informative. It's like the cover of a book – make it compelling.
• Executive summary : In a nutshell, summarize your business plan. Keep it concise and captivating, like the teaser of a movie.
• Business Idea : Dive into the heart of your business. Explain your idea in a way that sparks curiosity.
• Market analysis : Who's your target market ? What is the size of your market? Show investors that you've conducted a thorough market analysis in your business plan .
• Business model : Explain how your business operates. What sets your business apart? Highlight your competitive advantage .
• Marketing and sales plan : How will you enter the market? What strategies will you use to promote your products or services ?
• Financial projections : Lay out your financial plan. Investors want to see the numbers – revenue, expenses, and profit.
• Management team : Introduce your team. Highlight their expertise and why they're crucial to your business.
• SWOT analysis : Assess your business's strengths, weaknesses, opportunities, and threats.
• Conclusion : Summarize the key points and leave your audience with a sense of urgency to join your journey.

Do's and don'ts on a business plan presentation

Now that you know the structure, let's talk about some do's and don'ts to ensure your presentation hits the mark.

• Use visuals : Charts and graphs speak louder than words.
• Be concise : Avoid using too much text; let your slides complement your speech.
• Rehearse : Practice makes perfect. Be well-prepared for questions.
• Engage your audience : Make your presentation interactive. Ask questions and involve your audience.

Don't :

• Overload with information : Stick to the essentials.
• Read slides word-for-word : Your presentation should augment your words, not replace them.
• Waste time : Keep your presentation within the allocated time frame.
• Lack confidence : Believe in your business and your presentation.

1. Why is it important to make a business plan presentation?

A business plan presentation is your opportunity to showcase your business in its best light. It's not just about information; it's about capturing your audience's attention and conveying your ideas effectively. Think of it as a powerful tool to explain your business, highlight key aspects, and ultimately secure the support and funding you need. Whether you're presenting to investors or stakeholders, a well-crafted presentation can make a significant difference in conveying your unique value proposition.

2. How many slides should my business plan presentation have?

The number of slides in a business plan presentation can vary, but a common guideline is to aim for 10-12 slides . This range allows you to explain your business comprehensively without overwhelming your audience with too many details. It's essential to create an outline and plan your presentation strategically to fit your entire story within these slides. Remember, it's not about how many slides you have, but how effectively you use them to highlight the key points of your business plan.

3. What are some common mistakes to avoid when creating a business plan presentation?

One of the most common mistakes to avoid in a business plan presentation is overloading it with text and data. Instead, focus on using bullet points and visuals to convey your message clearly and concisely. Additionally, don't forget to include a value proposition that sets your business apart. It's crucial to answer the following questions: What services or products do you offer? Who is your target audience ? How do you plan to reach them? What channels will you use? By addressing these aspects and avoiding information overload, you'll be on the path to creating a winning presentation.

4. Do I need a specific presentation template for a business plan presentation?

While it's not mandatory, using a business plan presentation template can be highly beneficial. Templates provide a structured format that makes it easier to organize your content effectively. They often include slide designs tailored for different aspects of your business plan, such as market analysis, financial projections, and product development. By using a template, you can save time, ensure a professional look, and focus on the details about your business rather than the design of your slides.

5. How should I time my business plan presentation?

Timing your business plan presentation is crucial to keeping your audience engaged and respecting their time. Generally, a business plan presentation should last around 20-30 minutes to allow for questions and discussions afterward. However, it's essential to rehearse and ensure that you can present your content effectively within this timeframe. Make sure to plan and highlight the most critical points, keeping your audience's attention throughout the presentation. Remember, a well-paced and engaging presentation can leave a lasting impression and increase your chances of success.

Summarizing key takeaways

In this comprehensive guide, we've unraveled the art of crafting a compelling business plan presentation. From understanding the types of business plans to mastering the do's and don'ts, you're now ready to create presentations that leave a lasting impression.

Remember, a successful business plan presentation is not just about the slides; it's about telling a captivating story that resonates with your audience. So, go ahead, use those templates , slides , and presentation software to make your business idea shine.

And always keep in mind: Your business plan presentation isn't just a pitch; it's the first chapter of your entrepreneurial journey. Make it count!

Create your business plan presentation with prezent

Now that you're equipped with the knowledge to create a winning business plan presentation, you might be wondering where to start.

The answer? Prezent, the ultimate AI presentation software for enterprise teams.

With Prezent's 35,000+ slides and 100% compliance, you can save 70% of the time in making presentations while ensuring your brand is 100% on point. Our real-time sharing and collaboration features make teamwork a breeze, and you can access guides , e-courses, and templates that will make your presentation shine.

So, why wait? Whether you're using PowerPoint, Google Slides, or any other platform, Prezent has the templates and tools you need to create a business plan presentation that wows your audience.

Ready to supercharge your business plan presentations? Try our Free Trial or book a Demo today with Prezent!

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The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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7 Different Types of Business Plans Explained

11 min. read

Updated April 10, 2024

Business plans go by many names: Strategic plans, traditional plans , operational plans, feasibility plans, internal plans, growth plans, and more.

Different situations call for different types of plans. 

But what makes each type of plan unique? And why should you consider one type over another?

In this article, we’ll uncover a quick process to find the right type of business plan, along with an overview of each option. 

Let’s help you find the right planning format.

• What type of business plan do you need?

The short answer is… it depends. 

Your current business stage, intended audience, and how you’ll use the plan will all impact what format works best. 

Remember, just the act of planning will improve your chances of success . It’s important to land on an option that will support your needs. Don’t get too hung up on making the right choice and delay writing your plan.

So, how do you choose?

1. Know why you need a business plan

What are you creating a business plan for ? Are you pitching to potential investors? Applying for a loan? Trying to understand if your business idea is feasible?

You may need a business plan for one or multiple reasons. What you intend to do with it will inform what type of plan you need.

For example: A more robust and detailed plan may be necessary if you seek investment . But a shorter format could be more useful and less time-consuming if you’re just testing an idea.

2. Become familiar with your options

You don’t need to become a planning expert and understand every detail about every type of plan. You just need to know the basics:

• What makes this type of plan unique?
• What are its benefits?
• What are its drawbacks?
• Which types of businesses typically use it?

By taking the time to review, you’ll understand what you’re getting into and be more likely to complete your plan. Plus, you’ll come away with a document built with your use case(s) in mind—meaning you won’t have to restart to make it a valuable tool.

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3. Start small and grow

When choosing a business plan format, a good tactic is to opt for a shorter option and build from there. You’ll save time and effort and still come away with a working business plan.

Plus, you’ll better understand what further planning you may need to do. And you won’t be starting from scratch.

Read More: How to identify the right type of plan for your business

Again, the type of business plan you need fully depends on your situation and use case. But running through this quick exercise will help you narrow down your options. 

Now let’s look at the common business plan types you can choose from.

• Traditional business plan

The traditional (or standard) business plan is an in-depth document covering every aspect of your business. It’s the most common plan type you’ll come across. 

A traditional business plan is broken up into 10 sections:

• Executive summary
• Description of products and services
• Market analysis
• Competitive analysis
• Marketing and sales plan
• Business operations
• Key milestones and metrics
• Organization and management team
• Financial plan
• Appendix 

Why use this type of plan?

A traditional business plan is best for anyone approaching specific business planning events—such as presenting a business plan to a bank or investor for funding.

A traditional plan can also be useful if you need to add more details around specific business areas. 

For example: You start as a solopreneur and don’t immediately need to define your team structure. But eventually you hit a threshold where you need more staff in order to keep growing. A great way to explore which roles you need and how they will function is by fleshing out the organization and management section .

That’s the unseen value of a more detailed plan like this. While you can follow the structure outlined above and create an in-depth plan ready for funding, you can also choose which sections to prioritize. 

Read More: How to write a traditional business plan  

• One-page plan

The one-page business plan is a simplified (but just as useful) version of a traditional business plan. It follows the same structure, but is far easier to create. It can even be used as a pitch document.

Here’s how you’ll organize information when using a one-page plan:

• Value proposition
• Market need
• Your solution
• Competition
• Target market
• Sales and marketing
• Budget and sales goals
• Team summary
• Key partners
• Funding needs

A one-page plan is faster and easier to assemble than a traditional plan. You can write a one-page plan in as little as 30 minutes . 

You’ll still cover the crucial details found in a traditional plan, but in a more manageable format.

So, if you’re exploring a business idea for the first time or updating your strategy—a one-page plan is ideal. You can review and update your entire plan in just a few minutes.

Applying for a loan with this type of plan probably wouldn’t make sense. Lenders typically want to see a more detailed plan to accurately assess potential risk. 

However, it is a great option to send to investors. 

“Investors these days are much less likely to look at a detailed plan,” says Palo Alto Software COO Noah Parsons. “An executive summary or one-page plan, pitch presentation, and financials are all a VC is likely to look at.”

Creating a more detailed plan is as much about being prepared as anything else. If you don’t dig into everything a traditional plan covers, you’ll struggle to land your pitch . 

If you don’t intend to seek funding, a one-page plan is often all you need. The key is regularly revisiting it to stay on top of your business. 

Let’s explore two unique processes to help you do that: 

Read More: How to write a one-page business plan

Lean planning process

Lean planning is a process that uses your one-page plan as a testing tool. The goal is to create a plan and immediately put it into action to see if your ideas actually work. You’ll typically be focusing on one (or all) of the following areas: 

• Strategy – What you will do
• Tactics – How you will do it
• Business Model – How you make money
• Schedule – Who is responsible and when will it happen

Why use this process?

Lean planning is best for businesses that need to move fast, test assumptions, revise, and get moving again. It’s short and simple, and meant to get everyone on the same page as quickly as possible. 

That’s why it’s so popular for startups. They don’t necessarily need a detailed plan, since they’re mostly focused on determining whether or not they have a viable business idea .

The only drawback is that this planning process is built primarily around early-stage businesses. It can be a useful tool for established businesses looking to test a strategy, but it may not be as helpful for ongoing management.

Read More: The fundamentals of lean planning

Growth planning

Growth planning is a financials-focused planning process designed to help you make quick and strategic decisions.

Again, it starts with a one-page plan outlining your strategy, tactics, business model, and schedule. The next step is to create a working financial forecast that includes projected sales, expenses, and cash flows.

From there, you run your business. 

As you go, track your actual financial performance and carve out time to compare it to your forecasts . If you spot any differences, these discrepancies may indicate problems or opportunities that call for adjusting your current strategy.

Growth planning combines the simplicity of the one-page plan and the speed of lean planning, with the power of financial forecasting. 

This makes the process useful for every business stage and even allows you to skip to the forecasting step if you already have a plan.

With growth planning, you’ll:

• Regularly revisit your financials
• Better understand how your business operates 
• Make quick and confident decisions

This process focuses on growing your business. If diving into your financials isn’t a priority right now, that’s okay. Start with a one-page plan instead, and revisit growth planning when you’re ready.

Read More: How to write a growth-oriented business plan

• Internal plan

Sometimes you just need a business plan that works as an internal management tool. 

Something to help you: 

• Set business goals
• Provide a high-level overview of operations
• Prepare to create budgets and financial projections

You don’t need an overly long and detailed business plan for this. Just a document that is easy to create, useful for developing or revisiting your strategy, and able to get everyone up to speed.

The internal plan is a great option if you’re not planning to present your plan to anyone outside your business. Especially if you’re an up-and-running business that may have created a plan previously. You might just need something simple for day-to-day use.

Read More: 8 steps to write a useful internal business plan

• 5-year business plan

Some investors or stakeholders may request a long-term plan stretching up to five years. They typically want to understand your vision for the future and see your long-term goals or milestones.  

To be honest, creating a detailed long-term business plan is typically a waste of time. There are a few exceptions:

• A long-term plan is specifically asked for
• You want to outline your long-term vision
• Real estate development
• Medical product manufacturing
• Transportation, automotive, aviation, or aerospace development

The reality is, you can’t predict what will happen in the next month, let alone the next one, three, or five years.

So, when creating a long-term plan, don’t dig too deep into the details. Focus on establishing long-term goals , annual growth targets, and aspirational milestones you’d like to hit.

Then supplement these with a more focused one-page plan that actually describes your current business, which you can use in your business right now.

Read More: How to write a five-year business plan

• Nonprofit business plan

A nonprofit business plan is not too different from a traditional plan. You should still cover all of the sections I listed above to help you build a sustainable business. 

The main differences in a nonprofit plan are tied to funding and awareness. You need to account for:

• Fundraising sources and activities.
• Alliances and partnerships.
• Promotion and outreach strategies.

You also need to set goals, track performance, and demonstrate that you have the right team to run a fiscally healthy organization. You’re just not pursuing profits, you’re trying to fulfill a mission. But you cannot serve your community if your organization isn’t financially stable.

If you can use your business plan to show that you’re a well-organized nonprofit organization, you are more likely to attract donors and convince investors to provide funding.

Read More: How to write a nonprofit business plan

Resources to help write your business plan

Don’t get too hung up on the type of business plan you choose. Remember, you can always start small and expand if you need to.

To help you do that, I recommend downloading our free one-page business plan template . It’s especially useful if you’re exploring an idea and need a quick way to document how your business will operate.

If you know you’ll pursue funding, download our free traditional business plan template . It’s already in an SBA-lender-approved format and provides detailed instructions for each section. And if you want to explore other options, check out our roundup of the 8 best business plan templates you can download for free.

Lastly, check out our library of over 550 sample business plans if you need inspiration. These can provide specific insight into what you should focus on in a given industry.

Remember, just by deciding to write a business plan, you are increasing your likelihood of success. Pick a format and start writing!

Types of business plans FAQ

Which type of planning should be done for a business?

The type of planning fully depends on your business stage and how you intend to use the plan. Generally, whatever format you choose should help you outline your strategy, business model, tactics, and timeline.

How many types of business plans are there?

There are seven common types of business plans, including: traditional, one-page, lean, growth, internal, 5-year, and nonprofit plans.

Tim Berry is the founder and chairman of Palo Alto Software , a co-founder of Borland International, and a recognized expert in business planning. He has an MBA from Stanford and degrees with honors from the University of Oregon and the University of Notre Dame. Today, Tim dedicates most of his time to blogging, teaching and evangelizing for business planning.

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Never underestimate the power of great communication. It can help you land the job of your dreams, attract investors to back your idea, or elevate your stature within your organization. But while there are plenty of good speakers in the world, you can set yourself apart out by being the person who can deliver something great over and over. Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired together are more memorable); don’t underestimate the power of your voice (raise and lower it for emphasis); give your audience something extra (unexpected moments will grab their attention); rehearse (the best speakers are the best because they practice — a lot).

I was sitting across the table from a Silicon Valley CEO who had pioneered a technology that touches many of our lives — the flash memory that stores data on smartphones, digital cameras, and computers. He was a frequent guest on CNBC and had been delivering business presentations for at least 20 years before we met. And yet, the CEO wanted to sharpen his public speaking skills.

• Carmine Gallo is a Harvard University instructor, keynote speaker, and author of 10 books translated into 40 languages. Gallo is the author of The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman  (St. Martin’s Press).

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Blog Beginner Guides 8 Types of Presentations You Should Know [+Examples & Tips]

8 Types of Presentations You Should Know [+Examples & Tips]

Written by: Krystle Wong Aug 11, 2023

From persuasive pitches that influence opinions to instructional demonstrations that teach skills, the different types of presentations serve a unique purpose, tailored to specific objectives and audiences.

Presentations that are tailored to its objectives and audiences are more engaging and memorable. They capture attention, maintain interest and leave a lasting impression. 

Don’t worry if you’re no designer —  Whether you need data-driven visuals, persuasive graphics or engaging design elements, Venngage can empower you to craft presentations that stand out and effectively convey your message.

Venngage’s intuitive drag-and-drop interface, extensive presentation template library and customizable design options make it a valuable tool for creating slides that align with your specific goals and target audience. 

Click to jump ahead:

8 Different types of presentations every presenter must know

How do i choose the right type of presentation for my topic or audience, types of presentation faq, 5 steps to create a presentation with venngage .

When it comes to presentations, versatility is the name of the game. Having a variety of presentation styles up your sleeve can make a world of difference in keeping your audience engaged. Here are 8 essential presentation types that every presenter should be well-acquainted with:

1. Informative presentation

Ever sat through a presentation that left you feeling enlightened? That’s the power of an informative presentation. 

This presentation style is all about sharing knowledge and shedding light on a particular topic. Whether you’re diving into the depths of quantum physics or explaining the intricacies of the latest social media trends, informative presentations aim to increase the audience’s understanding.

When delivering an informative presentation, simplify complex topics with clear visuals and relatable examples. Organize your content logically, starting with the basics and gradually delving deeper and always remember to keep jargon to a minimum and encourage questions for clarity.

Academic presentations and research presentations are great examples of informative presentations. An effective academic presentation involves having clear structure, credible evidence, engaging delivery and supporting visuals. Provide context to emphasize the topic’s significance, practice to perfect timing, and be ready to address anticipated questions. 

2. Persuasive presentation

If you’ve ever been swayed by a passionate speaker armed with compelling arguments, you’ve experienced a persuasive presentation . 

This type of presentation is like a verbal tug-of-war, aiming to convince the audience to see things from a specific perspective. Expect to encounter solid evidence, logical reasoning and a dash of emotional appeal.

With persuasive presentations, it’s important to know your audience inside out and tailor your message to their interests and concerns. Craft a compelling narrative with a strong opening, a solid argument and a memorable closing. Additionally, use visuals strategically to enhance your points.

Examples of persuasive presentations include presentations for environmental conservations, policy change, social issues and more. Here are some engaging presentation templates you can use to get started with: 

3. Demonstration or how-to presentation

A Demonstration or How-To Presentation is a type of presentation where the speaker showcases a process, technique, or procedure step by step, providing the audience with clear instructions on how to replicate the demonstrated action. 

A demonstrative presentation is particularly useful when teaching practical skills or showing how something is done in a hands-on manner.

These presentations are commonly used in various settings, including educational workshops, training sessions, cooking classes, DIY tutorials, technology demonstrations and more. Designing creative slides for your how-to presentations can heighten engagement and foster better information retention. 

Speakers can also consider breaking down the process into manageable steps, using visual aids, props and sometimes even live demonstrations to illustrate each step. The key is to provide clear and concise instructions, engage the audience with interactive elements and address any questions that may arise during the presentation.

4. Training or instructional presentation

Training presentations are geared towards imparting practical skills, procedures or concepts — think of this as the more focused cousin of the demonstration presentation. 

Whether you’re teaching a group of new employees the ins and outs of a software or enlightening budding chefs on the art of soufflé-making, training presentations are all about turning novices into experts.

To maximize the impact of your training or instructional presentation, break down complex concepts into digestible segments. Consider using real-life examples to illustrate each point and create a connection. 

You can also create an interactive presentation by incorporating elements like quizzes or group activities to reinforce understanding.

5. Sales presentation

Sales presentations are one of the many types of business presentations and the bread and butter of businesses looking to woo potential clients or customers. With a sprinkle of charm and a dash of persuasion, these presentations showcase products, services or ideas with one end goal in mind: sealing the deal.

A successful sales presentation often has key characteristics such as a clear value proposition, strong storytelling, confidence and a compelling call to action. Hence, when presenting to your clients or stakeholders, focus on benefits rather than just features. 

Anticipate and address potential objections before they arise and use storytelling to showcase how your offering solves a specific problem for your audience. Utilizing visual aids is also a great way to make your points stand out and stay memorable.

A sales presentation can be used to promote service offerings, product launches or even consultancy proposals that outline the expertise and industry experience of a business. Here are some template examples you can use for your next sales presentation:

6. Pitch presentation

Pitch presentations are your ticket to garnering the interest and support of potential investors, partners or stakeholders. Think of your pitch deck as your chance to paint a vivid picture of your business idea or proposal and secure the resources you need to bring it to life. 

Business presentations aside, individuals can also create a portfolio presentation to showcase their skills, experience and achievements to potential clients, employers or investors. 

Craft a concise and compelling narrative. Clearly define the problem your idea solves and how it stands out in the market. Anticipate questions and practice your answers. Project confidence and passion for your idea.

7. Motivational or inspirational presentation

Feeling the need for a morale boost? That’s where motivational presentations step in. These talks are designed to uplift and inspire, often featuring personal anecdotes, heartwarming stories and a generous serving of encouragement.

Form a connection with your audience by sharing personal stories that resonate with your message. Use a storytelling style with relatable anecdotes and powerful metaphors to create an emotional connection. Keep the energy high and wrap up your inspirational presentations with a clear call to action.

Inspirational talks and leadership presentations aside, a motivational or inspirational presentation can also be a simple presentation aimed at boosting confidence, a motivational speech focused on embracing change and more.

8. Status or progress report presentation

Projects and businesses are like living organisms, constantly evolving and changing. Status or progress report presentations keep everyone in the loop by providing updates on achievements, challenges and future plans. It’s like a GPS for your team, ensuring everyone stays on track.

Be transparent about achievements, challenges and future plans. Utilize infographics, charts and diagrams to present your data visually and simplify information. By visually representing data, it becomes easier to identify trends, make predictions and strategize based on evidence.

Now that you’ve learned about the different types of presentation methods and how to use them, you’re on the right track to creating a good presentation that can boost your confidence and enhance your presentation skills . 

Selecting the most suitable presentation style is akin to choosing the right outfit for an occasion – it greatly influences how your message is perceived. Here’s a more detailed guide to help you make that crucial decision:

1. Define your objectives

Begin by clarifying your presentation’s goals. Are you aiming to educate, persuade, motivate, train or perhaps sell a concept? Your objectives will guide you to the most suitable presentation type. 

For instance, if you’re aiming to inform, an informative presentation would be a natural fit. On the other hand, a persuasive presentation suits the goal of swaying opinions.

2. Know your audience

Regardless if you’re giving an in-person or a virtual presentation — delve into the characteristics of your audience. Consider factors like their expertise level, familiarity with the topic, interests and expectations. 

If your audience consists of professionals in your field, a more technical presentation might be suitable. However, if your audience is diverse and includes newcomers, an approachable and engaging style might work better.

3. Analyze your content

Reflect on the content you intend to present. Is it data-heavy, rich in personal stories or focused on practical skills? Different presentation styles serve different content types. 

For data-driven content, an informative or instructional presentation might work best. For emotional stories, a motivational presentation could be a compelling choice.

4. Consider time constraints

Evaluate the time you have at your disposal. If your presentation needs to be concise due to time limitations, opt for a presentation style that allows you to convey your key points effectively within the available timeframe. A pitch presentation, for example, often requires delivering impactful information within a short span.

5. Leverage visuals

Visual aids are powerful tools in presentations. Consider whether your content would benefit from visual representation. If your PowerPoint presentations involve step-by-step instructions or demonstrations, a how-to presentation with clear visuals would be advantageous. Conversely, if your content is more conceptual, a motivational presentation could rely more on spoken words.

6. Align with the setting

Take the presentation environment into account. Are you presenting in a formal business setting, a casual workshop or a conference? Your setting can influence the level of formality and interactivity in your presentation. For instance, a demonstration presentation might be ideal for a hands-on workshop, while a persuasive presentation is great for conferences.

7. Gauge audience interaction

Determine the level of audience engagement you want. Interactive presentations work well for training sessions, workshops and small group settings, while informative or persuasive presentations might be more one-sided.

8. Flexibility

Stay open to adjusting your presentation style on the fly. Sometimes, unexpected factors might require a change of presentation style. Be prepared to adjust on the spot if audience engagement or reactions indicate that a different approach would be more effective.

Remember that there is no one-size-fits-all approach, and the best type of presentation may vary depending on the specific situation and your unique communication goals. By carefully considering these factors, you can choose the most effective presentation type to successfully engage and communicate with your audience.

To save time, use a presentation software or check out these presentation design and presentation background guides to create a presentation that stands out.    

What are some effective ways to begin and end a presentation?

Capture your audience’s attention from the start of your presentation by using a surprising statistic, a compelling story or a thought-provoking question related to your topic. 

To conclude your presentation , summarize your main points, reinforce your key message and leave a lasting impression with a powerful call to action or a memorable quote that resonates with your presentation’s theme.

How can I make my presentation more engaging and interactive?

To create an engaging and interactive presentation for your audience, incorporate visual elements such as images, graphs and videos to illustrate your points visually. Share relatable anecdotes or real-life examples to create a connection with your audience. 

You can also integrate interactive elements like live polls, open-ended questions or small group discussions to encourage participation and keep your audience actively engaged throughout your presentation.

Which types of presentations require special markings

Some presentation types require special markings such as how sales presentations require persuasive techniques like emphasizing benefits, addressing objections and using compelling visuals to showcase products or services. 

Demonstrations and how-to presentations on the other hand require clear markings for each step, ensuring the audience can follow along seamlessly. 

That aside, pitch presentations require highlighting unique selling points, market potential and the competitive edge of your idea, making it stand out to potential investors or partners.

Need some inspiration on how to make a presentation that will captivate an audience? Here are 120+ presentation ideas to help you get started. 

Creating a stunning and impactful presentation with Venngage is a breeze. Whether you’re crafting a business pitch, a training presentation or any other type of presentation, follow these five steps to create a professional presentation that stands out:

• Sign up and log in to Venngage to access the editor.
• Choose a presentation template that matches your topic or style.
• Customize content, colors, fonts, and background to personalize your presentation.
• Add images, icons, and charts to enhancevisual style and clarity.
• Save, export, and share your presentation as PDF or PNG files, or use Venngage’s Presentation Mode for online showcasing.

In the realm of presentations, understanding the different types of presentation formats is like having a versatile set of tools that empower you to craft compelling narratives for every occasion.

Remember, the key to a successful presentation lies not only in the content you deliver but also in the way you connect with your audience. Whether you’re informing, persuading or entertaining, tailoring your approach to the specific type of presentation you’re delivering can make all the difference.

Presentations are a powerful tool, and with practice and dedication (and a little help from Venngage), you’ll find yourself becoming a presentation pro in no time. Now, let’s get started and customize your next presentation!

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Home Blog Business Guide to Crafting an Effective Strategy Presentation

Guide to Crafting an Effective Strategy Presentation

Presenting and communicating your strategies to align a team’s effort remains one of management’s priority tasks. Regardless of the company’s scale, strategic presentations help convey complex strategic plans into clear and actionable tasks to follow in accordance with the business goals.

In this guide, we will show you how to effectively create a strategic presentation, the elements it should list, and some recommendations for PowerPoint templates to speed up this process.

Table of Contents

• What is a Strategy Presentation?

Types of Strategy Presentations

• How to Structure a Strategy Presentation

Do and Don’ts of Strategy Presentations

Recommended powerpoint templates for strategy presentations, key takeaways, what is a strategy presentation.

A strategy presentation is a communication tool designed to communicate goals, strategic plans or pre-formulated strategies, and initiatives to stakeholders. The strategy presentation slide deck aims to outline the company’s vision, strategic goals, and the specific actions needed to achieve them. To accomplish that, strategy presentation slides typically introduce a mixture of visual aids with relevant data to maximize the retention rate across the audience.

We can define the following categories for strategy presentations.

Strategic Plan Presentations

Strategic plan presentations are intended to communicate the organization’s long-term goals and the strategies to achieve them to stakeholders. This kind of presentation may cover topics such as market analysis, strategic objectives, and detailed action plans. 

The primary purpose is to align the team and stakeholders around a shared vision and ensure everyone understands the steps necessary to drive the organization toward its strategic goals.

Sales Strategy Presentations

Sales strategy presentations are targeted toward increasing the sales revenue inside an organization within a specific time frame. These presentations detail the tactics, target markets, and objectives involved in boosting sales performance. They typically include an analysis of market trends, competitive positioning, and specific sales goals – elements we can find in a sales plan presentation . 

The core objective in sales strategy presentations is for team members to understand their role in executing the sales strategy and how to measure the impact of their actions.

Marketing Strategy Presentations

Marketing strategy presentations are instances in which the marketing plan presentation is communicated to the team and stakeholders. These presentations outline the methods and channels the company will use to reach its target audience and achieve marketing objectives. We can find details on market research, customer segmentation, positioning strategies, and planned marketing campaigns.

Think of a marketing strategy presentation as a roadmap for how marketing efforts can contribute to the overall business goals. It ensures clarity on task execution, expected outcomes, and resource allocation.

Business Model Strategy Presentations

Business model strategy presentations outline the fundamental structures and mechanisms through which a company creates, delivers and captures value. These presentations explain the business model components, such as revenue streams, cost structures, customer segments, value propositions, and key partnerships. 

The objective is to articulate how the company operates within its market and competitive environment, detailing strategies for sustainability and growth.

Product Development Strategy Presentations

Product development strategy presentations focus on the stages and processes required to design, create, and launch a new product. These presentations typically cover the product concept, design iterations, market research, target customer analysis, production processes, and marketing strategies. They aim to align cross-functional teams—such as R&D, marketing, and production—on the product’s vision, features, and roadmap.

IT Strategy Presentations

IT strategy presentations communicate an organization’s technology-related plans and objectives. They outline how IT resources, infrastructure, and initiatives align with the broader business strategy to enhance operational efficiency, support growth, and mitigate risks. Key topics typically include adopting new technologies, cybersecurity measures, data management strategies, and IT governance.

Change Management Strategy Presentations

Change management strategy presentations are typically used in organization restructuring scenarios – after mergers, acquisitions, or significant internal restructuring – outlining the approach and plans for managing organizational changes. Change Management Strategy presentations detail the reasons for change, the specific changes to be implemented, the strategies for managing the transition, and the impact on stakeholders. Key elements often include stakeholder analysis, communication plans , training programs , and mechanisms for feedback. 

The primary goal of Change Management Strategy slide decks is to facilitate a smooth transition by preparing the organization and its members for change, minimizing resistance, and ensuring that changes are effectively integrated into the organization to achieve desired outcomes and improve overall performance.

How to Structure an Effective Strategy Presentation

In our experience, here’s a suggested presentation structure format for a strategic presentation.

The Introduction

Begin your presentation with a relevant hook for the topic you are approaching (see our guide on How to Start a Presentation for tips). Use an agenda slide to introduce the key themes and strategic objectives to discuss. Additionally, consider incorporating an executive summary to provide a concise overview of the strategy, highlighting key decisions and expected outcomes.

Body of the Presentation

Depending on the kind of strategic presentation you deliver and the tools and slides required to design it. As a general guide, consider this approach per category:

• Strategic Plan Presentations: Strategic planning requires vision and mission statements, strategic goals , market analysis, SWOT analysis , action plans, and a timeline for accomplishing them.
• Sales Strategy Presentations: We need to showcase sales objectives, target market analysis, sales methods and tactics, performance metrics, and sales forecasts.
• Marketing Strategy Presentations: For this category, consider listing the marketing goals, customer segmentation, value proposition, marketing channels, budget, and timeline.
• Business Model Strategy Presentations: This can be done as part of a business plan presentation . Include the business model canvas, revenue streams, value propositions, key partnerships, and customer relationships.
• Product Development Strategy Presentations: Since we’re considering an entire product development plan, be sure to list the product concept, design and development process, market research, product roadmap, and the Go-to-market strategy .
• IT Strategy Presentations: This selection is mainly intended for organizations looking to renew their IT strategy. List the IT objectives, technology roadmap, infrastructure needs, cybersecurity strategy, IT budget, and resource allocation.
• Change Management Strategy Presentations : In this case, be clear about the core reason behind the change management. Include the change management plan, stakeholder analysis, communication strategy, training, and support plans.

The Conclusion

Concluding a strategy presentation effectively is crucial for reinforcing the key messages and ensuring that the audience leaves with a clear understanding of the strategic objectives and their role in achieving them. To achieve this, consider the following steps:

• Summarize Key Points: Summarize the business presentation , briefly recap the main strategic goals and necessary actions, reinforcing the session’s core messages.
• Closing Statement: End with a compelling statement or call to action that encapsulates the presentation’s vision, motivating your audience.
• Multimedia Element: Optionally, use a short impactful video or visual to vividly summarize the strategy, enhancing retention.
• Q&A Session: Allocate 3-5 minutes for questions to clarify uncertainties and engage the audience further.
• Follow-Up Details: Provide information on how attendees can access more resources or ask additional questions.
• Express Gratitude: Conclude by thanking your audience for their participation, emphasizing their importance to the strategy’s success.

Aside from these tips, we can also follow the recommendations from our article explaining how to end a presentation , which also recommends using a media presentation asset, like videos, although it’s advisable to leave 3-5 minutes for a question and answer session.

Follow these insights to improve the quality and impact of your strategy presentations.

Do(s) of Strategy Presentations

• Use visual aids to summarize concepts. 
• Prepare handouts so the audience can further reference the information you deliver.
• Tailor your presentation to include interactive presentation instances, as they can help to engage the audience in the importance of their role.
• Consider a follow-up after a week. This can be in email format, with a poll, or a brief meeting in which you can evacuate doubts.

Don’t(s) of Strategy Presentations

• Respect your audience’s time, and don’t go overboard, especially if this involves sacrificing the Q&A session.
• Don’t use outdated data. Ensure all your statistics and references are current and relevant.
• Avoid using industry-specific terms without explaining them, unless you are sure that your audience will understand.

To speed up your strategy presentation design process, here’s a list of recommended PowerPoint templates and Google Slides templates by SlideModel.

1. Brand Strategy PowerPoint Template

This brand strategy template for presentations includes striking visuals and cohesive color scheme. Whether you’re presenting a brand strategy presentation to stakeholders or team members, this brand strategy PPT template empowers you to convey the essence of your brand strategy with clarity and impact. Use the brand strategy PowerPoint template to guide your audience through your brand’s journey and strategic milestones.

Use This Template

2. Goals Based Strategic Planning PowerPoint Templates

With a goal-oriented approach, the goal-based strategic planning PPT template emphasizes setting measurable objectives to transform visions into actionable results. This strategy presentation template provides a forward-looking framework, where goals are established from a future vantage point and brought to life through detailed KPIs, such as revenue targets and profit margins.

The Goal-based strategic planning template contains 15 customizable slides, including GAP analyses, problem statements, and strategic action plans, complete with a 30-60-90 day timeline.

3. Sustainability Strategy PowerPoint Template

4. Communication Strategy PowerPoint Template

5. Go-To-Market PowerPoint Template

Frequently Asked Questions

To make a strategy presentation more engaging, use interactive elements like polls or Q&A sessions, incorporate storytelling to contextualize data, and use visual aids and animations to highlight key points.

The ideal length of a strategy presentation varies based on content and audience, but generally, it should not exceed 30 minutes. This duration helps maintain audience attention while leaving time for discussions and Q&A session .

Strategy presentations should be updated regularly, at least annually or as major changes occur within the organization or industry. Regular updates ensure that the content remains relevant and reflects current goals and strategies.

To engage senior executives, focus on summarizing strategic impacts, ROI, and alignment with overarching business goals . Keep the presentation concise, data-driven, and directly related to decision-making and organizational growth.

Providing handouts can be very beneficial, especially for complex presentations. Handouts allow attendees to revisit the content at their own pace, which can aid in better understanding and retention.

• Clarify Goals and Objectives: Strategy presentations are essential for communicating clear, actionable goals and strategic plans to stakeholders.
• Incorporate Visuals Aids: Incorporating visual slides with charts, graphs, and infographics can greatly enhance understanding and retention of complex information.
• Adapt Presentation to Audience: Tailoring the presentation to the audience’s knowledge level and interest ensures greater engagement and comprehension.
• Use of Templates: Employing professional strategy PowerPoint or Google Slides templates can streamline the creation process and ensure a consistent, professional appearance.
• Engagement and Interaction: Incorporating interactive elements and engaging visuals helps maintain audience interest and facilitates better understanding of their roles in strategy implementation.
• Continuous Update and Feedback: Regular updates and follow-ups help keep the strategy aligned with organizational goals and stakeholder expectations.

Final Words

A well-prepared strategy presentation is a powerful tool for communicating an organization’s objectives. Presenters should focus on leveraging their graphical assets so the text inside slides is reduced to the minimum—content that can be shared in handouts for presentation format—which guarantees a smooth experience for the audience.

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5 types of business presentations and pitches

How to choose the right type of presentation, 5 types of business pitches, must-have slides for business pitch deck: best practices and best examples.

• How to send a pitch deck to your potential partners or investors 

Wrapping up

Presentations and pitches have firmly entered the business world because they are needed at different stages — from the first steps of startups in the search for investors to the presentation of a finished product or service to potential customers.

We will tell you which pitch decks are best for different occasions and share tips for creating effective presentations.

Before you begin creating your business pitch, answer the questions from the list below. They will help you to understand the duration of the future pitch correctly, choose one of the presentation types, and not overload it with information.

Here are 3 main questions:

• Who are you pitching for? Who is your target audience — investors, competition jury, or clients?
• What is the purpose of your presentation — to attract attention, make an appointment, or sign a contract?
• How much time do you have for the pitch?

Depending on the answers, choose the type of business pitch and consider its features when preparing.

1. The investor pitch

The investor pitch is a presentation type shown to potential investors to attract their attention and convince them that your business ideas are strong and will provide a breakthrough in some area. So, they deserve financial support.

Is your goal to get funding for project development or to find a strategic investor? Then you need to prepare a short presentation format — the investor pitch.

Don't expect investors to make a funding decision right after seeing your pitch deck. Presentation is only the initial stage of getting to know you, and a good result is to receive an invitation to a meeting where you can show detailed materials about the project.

When preparing your presentation for investors, keep in mind that different types of investors are interested in different points, so amplify this particular part of the pitch:

• Strategic investors will be interested in your position in the market, your strengths and weaknesses because they make your project part of their business.
• For venture investors who often invest in risky projects, it is crucial to understand what kind of team you work with, whether it has the experience to cope with failures, and the size of the market you are entering.
• If you are looking for support from state funds, indicate the value chain in your presentation and tell about your reputation and partners.

Tips for preparing a killer investor presentation:

• tell a short story about how you found your unique idea, how your business name was generated, and how you received the first confirmation of success;
• show figures and facts that inspire confidence in the future;
• give information about the business model and revenue model;
• remember specificity and simplicity;
• show everything that you can deliver — visualize information in graphs, charts, and images;
• offer to continue the acquaintance at a meeting with you or your team.

The optimal volume for investor presentation type is 10-15 slides; the presentation time is 20 minutes. What slides are a must-have for such a presentation? We will describe it below.

The first example is the classical investor pitch deck that the company used to raise $270k for the startup Castle.

(Source: SlideShare )

The SEOmoz pitch deck that Rand Fishkin used when raising funds. This is a good example of how many more than 15 slides can be in a presentation when you have something to show and tell.

2. The elevator pitch

Now, compress your entire investor presentation to 30-60 seconds, and you have an elevator pitch, a short presentation of your company with key points about your product, service, or business. Keep your elevator pitch short and compelling.

You can use this presentation during an elevator ride with a potential investor, at the beginning of your speech at a conference, while communicating with new employees, or in other situations.

Here are what you should include in the elevator pitch:

• introduce your product or service;
• tell what key problem it solves;
• show your big vision — how you solve the problem, what distinguishes you from everyone else, your insight and solution;
• call to action — for example, invite investors to a meeting.

If you imagine the elevator pitch in the form of slides, you will get from 3 to 5 slides of the presentation for investors.

Tips for preparing an effective elevator pitch:

• select the essential information;
• be friendly and accommodating;
• do not try to speed up — you should not be in time in 60 seconds due to too fast speech;
• speak clearly and concisely;
• make the elevator pitch intriguing to motivate a potential investor to make an appointment with you.

Look at this introduction for JustPark, a parking app that won the Pitch to Rich contest with Richard Branson and deserved the top prize of £250,000.

(Source: JustPark )

3. The sales pitch

If your task is to present your product or service to a potential client or buyer, you must prepare a sales pitch. In this presentation type, you'll talk about how you can solve a customer's problem, how valuable your solution is, and why it's better than your competitors.

A sales pitch can be of different duration and contain various slides. This is influenced by the business scope, the warmth of the potential client, and the situation in which the pitch takes place. But first of all sales pitch must sell.

Tips for preparing an effective sales pitch:

• show that you understand the challenges and problems that your potential customers face;
• prepare several sales pitches for different audience segments;
• talk about the value of your solution;
• show the unique selling point, features, and benefits of the product;
• show your portfolio and business cases;
• gather social proof to build trust;
• call to action — convince to make a purchase;
• remember about visual design — show pain points and solutions with illustrations and graphs.

See an example of a sales pitch — MEOM Sales Deck by Katya Kovalenko. The key feature of the MEOM sales deck is the simplicity and ease of each slide. The brand facilitates the perception of information and does not overload the presentation but chooses points that the potential client will remember.

(Source: Katya Kovalenko )

4. The product pitch

The product pitch is a type of presentation that is similar to a sales pitch as it also focuses on the product. However, in the product pitch, more attention is paid to describing the features and functionality of the product itself, explaining how its new features will help customers.

Another feature is usually a large-scale and mass presentation of products that are used by a large number of people. Think of Apple's product launches by Steve Jobs, for example, or the Tesla Roadster launch. Another good example is the presentation of Tinder: it was carried out at the stage of the product idea but immediately for end users rather than for investors.

Are you introducing a new or updated product to the market and want everyone around you to talk about how cool it is? Prepare a bright product presentation that will allow you to increase audience awareness, stand out from competitors, and become a source of external PR because people will write and talk about you.

Tips for preparing a bright product pitch: 

• demonstrate live all the functions you are talking about; then people will definitely believe you;
• show your passion for your product — your task is not to instruct how to use the product but to arouse a desire to own it;
• show features that no one expected or could only dream of to create hype around the product;
• give a bonus at the end — for example, a secret code that can be used by those who watched the presentation to receive a discount or a gift upon purchase.

Check out an example of a Mastercard product presentation made for potential clients where they focused on the new features of their banking products.

5. The informative presentation

An informative business presentation is the most common type of business pitch when you show the general plans of a company or some direction, collect information about success for a month or a year, and talk about a new product or work method.

Apart from exchanging information between employees, the purpose of the informative presentation is to form a general mood in the company, motivate the team, and strive for common goals.

The content and length of your presentation will depend on many factors, but try these tips:

• make a powerful and memorable start — a story or quote works well;
• include an outline of what you want to discuss today;
• be brief and only say what really matters;
• be prepared to hear opinions and discussions.

One example is Pinterest's annual report. The business presentation consists of 12 slides that show a picture of the company's earnings in 2021 in pictures and charts.

(Source: Pinterest )

The "golden rule" of business presentations

To prepare pitch decks for venture investors, Guy Kawasaki formulated the 10/20/30 rule for a good presentation:

no more than 10 slides in the presentation, and this is enough to show the principal thing;

no longer than 20 minutes to keep attention on the report;

at least 30 points font size to write only short vital thoughts that will be immediately read and visible at the end of the hall.

We collected 12 basic slides that Guy Kawasaki and other established entrepreneurs consider critical for a business pitch deck. Their task is not to overload investors with information and focuses the speaker on the most important.

Tip: When preparing your business pitch deck, take these must-have slides as a base and, if necessary, add the ones you need for your type of presentation.

1. Introduction

Make the first slide of your pitch deck your chance to make a great first impression. This opportunity only comes once, so use it wisely. Make a short slide on which you tell who you are, what you do, and why you are here — intrigue with a value proposition. And keep in mind the visual appeal of the slide.

Look at this example — the first slide of the presentation by Valentin Stalf, Co-Founder & CEO of N26.

Show what problems your target audience has. Pay special attention to those for which there is no decent solution yet. You can show 2 or 3 of the most critical real problems your business idea will solve.

State them concisely and clearly so that investors understand your goals immediately. An example of a problem story is Airbnb's slide from its first pitch deck.

Sometimes, a killer phrase can be used to dive into the problem. For example, this phrase is from the presentation of online banking. 

3. Your solution

Now show how you solve the problem — briefly and clearly. It is an excellent option to discuss several strategies and then move on to yours as the most profitable and promising one.

Do not make loud statements like "we are the only company in the market that can do this." This is likely not the case, and you will immediately lose confidence.

For example, this is how Datorama declares its solution to a shared database of reliable data for marketers.

4. Market size and opportunities

Investors need to understand the market size to assess when they can expect a return on investment if they will get it at all. Your research data must show the growth of the market and the high potential of your product or idea.

Here is a good example of such a slide from Mint's pitch deck. Notice how clearly the size of the market and the potential of the product are shown.

5. Underlying magic technology 

Guy Kawasaki called this pitch deck slide "hidden magic." It is about your product and what specific features it will solve the problem with. Here you can present a line of products or services.

If it's about a product, be sure to include images of it from different angles. If you're offering an app or service, showcase its unique features with screenshots.

We got an example from the collaborative labor marketplace Ooomf investor presentation that used them to raise 2 million dollars. Look how in one or two phrases, you can show the idea.

6. Business model

Now that you've discussed your business and market opportunities, the next step is to examine the income and finances associated with it. Include revenue plan, pricing model, customer acquisition channels, and costs.

See an example of this slide in Buffer’s slide deck that help them to raise half a million dollars in investment.

7. Financials

This pitch deck slide will probably interest your investors more than others. Demonstrate your company's financial growth opportunities for the next three to five years. Make a forecast based on the business model of your development and current performance. Information will change and be corrected. However, investors want to see your approximate development plan right now.

Look at the example in Enlive's pitch deck; this slide shows the estimated income.

8. Marketing and sales

Speak about your market plan. Show how you plan to sell to your audience and what channels you will use to attract customers. On this slide, the investor should see how your business will continue to grow. Show the number of sales, audience, and growth potential of these indicators.

An example of market adoption is Airbnb's slide from its first pitch deck.

9. Competitors

You should talk about your competitors and how they differ on this slide. Show that you know your competitors very well. This will explain your uniqueness. Also, here you can show how you will use the strengths and weaknesses of your business and competitors to your advantage.

A good example is in the Buzzfeed pitch deck. They show that they are ready to offer the services of several of their competitors at once from one source.

Highlight your team's strengths, tell its story, and share the facts that make you a dream team in this area. Remember that your investors, clients, and customers want to know the company's brains. Photos of all employees or key players and their work experience will help you.

See how Mapme, a service of map creation, shows the team — the investor immediately sees what experience the founders have. Using this pitch deck, they could raise a $1M seed round.

11. Investments and use of funds

This slide is significant for an investment pitch deck. Explain to investors precisely what funding you hope to receive and how you will use it. Name the amount and tell us how you plan to use these funds: for what stages of your development are needed. Such a slide will build confidence that you know what you are doing and are ready to work transparently.

Guy Kawasaki writes that this slide is where you give your audience hope. You are here to draw a line under everything you have said before and say directly how much money you need to make it a reality.

Look at the example from Intercom's first pitch deck.

12. Summary and call to action

Do not cut off the presentation mid-sentence — give a clear call to action. In the article, we talked about different types of presentations. For each of them, it is crucial to choose a clear call to action that meets that presentation type best to help you achieve your goal.

For example, for a master card product presentation, it was important to attract new users. And here's how they did it.

One more great example from SeoMoz pitch deck.

Remember to provide your contact information. Give all contacts on the last slide so your audience can reach out to you. You can add the company website and social media channels on the first slide to increase its visibility.

How to send a pitch deck to your potential partners or investors 

If during the first communication with a potential partner or investor, you only had time to conduct an elevator pitch and exchange contacts, use this chance to send your pitch deck by email.

There are several options for further interaction.

Way 1. Send it in digest to investors interested in your product

Send contacts from the list of potential partners and investors a regular digest, which will contain information about new achievements, product updates, financial growth, and successes of your company.

For example, we in Stripo send such a digest once a month. We share the growth indicators of our project, and at the end, we remind that more detailed information can be found in our actual pitch deck.

(Source: Stripo Monthly Update Newsletter)

Way 2. Add to follow-up emails

When you meet potential partners and investors at events, it will be very appropriate to send a follow-up email where you mention the name of your company once again, describe where you met and why you agreed to email each other, and add a link to the pitch deck.

Way 3. Add screens of infographics from the pitch deck to emails

You can use your presentation's most revealing infographic slides to power up your sales emails. You add them to the email body. Such an illustration will definitely grab the reader’s attention.

There are five types of presentations for different occasions:

• the investor pitch;
• the elevator pitch;
• the sales pitch;
• the product pitch;
• the informative presentation.

Use the type of pitch you need at events — conferences, competitions, and quick meetings held by investors. Use our tips and create a cool presentation that will definitely help you achieve your goal.

Type 1: Elevator Pitch

One of the most common types of presentations in business , the elevator pitch is quick, informative, and incredibly versatile. It derives its name from the business world, where sometimes you only have time during the elevator ride to present your idea and persuade your potential investor. The initial type of presentation in business doesn’t actually require slides, since it is basically a speech lasting up to three minutes that explains your idea and its benefits. However, in a broader sense, it is a name used for short presentations up to 10 slides, describing the main points and having minimal visual support, mostly centered around simple infographics or graphs.

Type 2: Informative presentation

This type of presentation is usually a longer one, and naturally it contains a lot of information, since its goal is to inform the audience on a subject. This is probably the most common type of presentation style for college, but it is widely used in business as well, mainly for internal tasks, like explanation of the changes in company’s structure etc. This type of presentation usually features a lot of text and may also include rather complex visuals. So, there’s naturally a risk of being really boring. A good thing to do in this presentation type is to try to make it interactive – ask questions, add some videos and so on.

Type 3: Storytelling

Another great type of presentation in business (or actually any other sphere) is the storytelling presentation type. In essence, it is a presentation built like a story — where your points are illustrated by examples, either from your life or from life in general. This presentation type is usually heavy on text content, but using visuals in support can make for a much better experience. Even the most interesting story might be rather dull when it is too long. Using media may present a great distraction for your audience that would, however, still keep them on track.

Type 4: Visual presentation

This presentation is where the text part gives way to the visuals. Graphs, infographics, videos and pictures, visualization powerpoint — everything that can illustrate your point properly will fit. This type of PowerPoint presentation is probably the most captivating for the audience and certainly the most good looking. To succeed with this presentation, you’ll have to use visuals that would require minimum explanation. To a certain extent, such presentations can actually present themselves with little participation of a speaker. Your task as a presenter here is to guide the audience through your amazing visuals.

Type 5: Roadmap presentation

A rather innovative and mostly a type of presentation in business , the Roadmap is built to show how to get to the objective. For presentation design service an objective is usually presented at the beginning, and the whole presentation basically consists of the milestones that should be achieved on the way to said objective. Among the different types of presentation , this one is really heavy on infographics. What is more, there’s plenty of opportunities here to experiment with unusual slide layouts and the continuity of images on slides, since such presentations tend to follow the “road” structure and use the road imagery in the design.

Type 6: Problem solving presentation

As you have probably guessed, in this presentation your content would be built around a certain problem for which you then design a solving strategy. It is a pretty universal type of presentation since it can be used in pretty much every sphere. What is especially good about this presentation is that you can apply any of the problem-solving techniques to it, which makes you really flexible in terms of structure. What is more, the problem might (and actually should) resonate with the audience, increasing the involvement and interest in what you are talking about.

Type 7: Instructor presentation

This presentation type is quite similar to the informative presentation: there’s lots of content and a lot of text to deliver in your speech. It is a perfect type of presentation for really complex topics that require high levels of understanding from both the audience and the presenter. Instructor presentations usually feature quite a lot of visual support and are longer than the average presentations. While it may be hard to make the presentation as light as for example the elevator pitch or a visual presentation, it is better to reserve this style for the subjects in which both you and your audience are greatly interested. You can also use professional presentation services to help you with it.

Type 8: Text only presentation

At first glance it may seem like a really bad idea, but who said that text can’t look beautiful? Text only presentation allows you to throw away all the unnecessary elements and make the audience focus entirely on your content. Keep in mind that this presentation type doesn’t suggest that you should use walls of text and bore your audience to death. On the contrary, you can conveniently organize your text into bullet points and one-sentence statements that can be a great backbone to your speech.

In conclusion

There’s no shortage of presentation types and creative ideas. Depending on the type of your content and the message that you convey you can choose any of them. But what is more, you can combine them as well, creating a unique and engaging work that would really impress your audience!  We really hope that this article will give you some ideas of where to start with your presentation and what path to choose .

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• Write Your Business Plan | Part 1 Overview Video
• The Basics of Writing a Business Plan
• How to Use Your Business Plan Most Effectively
• 12 Reasons You Need a Business Plan
• The Main Objectives of a Business Plan
• What to Include and Not Include in a Successful Business Plan
• The Top 4 Types of Business Plans
• A Step-by-Step Guide to Presenting Your Business Plan in 10 Slides
• 6 Tips for Making a Winning Business Presentation
• 3 Key Things You Need to Know About Financing Your Business
• 12 Ways to Set Realistic Business Goals and Objectives
• How to Perfectly Pitch Your Business Plan in 10 Minutes
• Write Your Business Plan | Part 2 Overview Video
• How to Fund Your Business Through Friends and Family Loans and Crowdsourcing
• How to Fund Your Business Using Banks and Credit Unions
• How to Fund Your Business With an SBA Loan
• How to Fund Your Business With Bonds and Indirect Funding Sources
• How to Fund Your Business With Venture Capital
• How to Fund Your Business With Angel Investors
• How to Use Your Business Plan to Track Performance
• How to Make Your Business Plan Attractive to Prospective Partners
• Is This Idea Going to Work? How to Assess the Potential of Your Business.
• When to Update Your Business Plan
• Write Your Business Plan | Part 3 Overview Video
• How to Write the Management Team Section to Your Business Plan
• How to Create a Strategic Hiring Plan
• How to Write a Business Plan Executive Summary That Sells Your Idea
• How to Build a Team of Outside Experts for Your Business
• Use This Worksheet to Write a Product Description That Sells
• What Is Your Unique Selling Proposition? Use This Worksheet to Find Your Greatest Strength.
• How to Raise Money With Your Business Plan
• Customers and Investors Don't Want Products. They Want Solutions.
• Write Your Business Plan | Part 4 Overview Video
• 5 Essential Elements of Your Industry Trends Plan
• How to Identify and Research Your Competition
• Who Is Your Ideal Customer? 4 Questions to Ask Yourself.
• How to Identify Market Trends in Your Business Plan
• How to Define Your Product and Set Your Prices
• How to Determine the Barriers to Entry for Your Business
• How to Get Customers in Your Store and Drive Traffic to Your Website
• How to Effectively Promote Your Business to Customers and Investors
• Write Your Business Plan | Part 5 Overview Video
• What Equipment and Facilities to Include in Your Business Plan
• How to Write an Income Statement for Your Business Plan
• How to Make a Balance Sheet
• How to Make a Cash Flow Statement
• How to Use Financial Ratios to Understand the Health of Your Business
• How to Write an Operations Plan for Retail and Sales Businesses
• How to Make Realistic Financial Forecasts
• How to Write an Operations Plan for Manufacturers
• What Technology Needs to Include In Your Business Plan
• How to List Personnel and Materials in Your Business Plan
• The Role of Franchising
• The Best Ways to Follow Up on a Buisiness Plan
• The Best Books, Sites, Trade Associations and Resources to Get Your Business Funded and Running
• How to Hire the Right Business Plan Consultant
• Business Plan Lingo and Resources All Entrepreneurs Should Know
• How to Write a Letter of Introduction
• What To Put on the Cover Page of a Business Plan
• How to Format Your Business Plan
• 6 Steps to Getting Your Business Plan In Front of Investors

The Top 4 Types of Business Plans Not all business plans looks the same. Here's how to customize your plan to your specific goals.

By Eric Butow Oct 27, 2023

Opinions expressed by Entrepreneur contributors are their own.

This is part 7 / 12 of Write Your Business Plan: Section 1: The Foundation of a Business Plan series.

When it comes to writing a business plan, one style does not fit all.

Different industries require different plans. A retailer isn't much like a manufacturer, and a professional services firm isn't much like a fast-food restaurant. Each requires certain critical components for success—components that may be irrelevant or even completely absent in the operations of another type of firm.

For example, inventory is a key concern for both retailers and manufacturers. Look at Walmart, one of the great all-time success stories in retail. Expert, innovative management of inventory is an integral part of its success. Any business plan that purported to describe the important elements of these businesses would have had to devote considerable space to telling how the managers planned to manage inventory.

Related: The Basics Of Writing A Business Plan

Contrast that with a professional services firm, such as a management consultant. A consultant has no inventory whatsoever. Their offerings consist entirely of the management analysis and advice they can provide. They don't have to pay now for goods to be sold later or lay out cash to store products for eventual sale. The management consultant's business plan, therefore, wouldn't have a section on inventory or its management, control, and reduction.

This is one obvious example of the differences among plans for different industries. Sometimes, even companies in more closely related industries have significantly different business plans. For instance, the business plan for a fine French restaurant might need a section detailing how the management intends to attract and retain a distinguished chef. At a restaurant catering to the downtown lunchtime crowd, you might devote much plan space to the critical concern of location and quick turnaround of diners with very little about the chef.

Related: The Benefits and Risks of Writing A Business Plan

You want your plan to present yourself and your business in the best, most accurate light. That's true no matter what you intend to use your plan for, whether it's destined for presentation at a venture capital conference or will never leave your office or be seen outside internal strategy sessions.

When you select clothing for a momentous occasion, odds are you try to pick items that will play up your best features. Think about your plan the same way. You want to reveal any positives your business may have and ensure they receive due consideration.

Related: The Main Objective Of A Business Plan

Business plans can be divided roughly into four distinct types: Mini-plans, presentation plans or decks, working plans, and what-if plans. Each plan requires different amounts of labor, not always with proportionately different results. A more elaborate plan is not guaranteed to be superior to an abbreviated one. Success depends on various factors and whether the right plan is used in the right setting. For example, a new hire may not want to read the same elaborate version that might be important to a potential investor.

The Mini-Plan

The mini-plan is preferred by many recipients because they can read it or download it quickly to read later on their iPhone or tablet. You include most of the same ingredients that you would in a longer plan, but you cut to the highlights while telling the same story. For a small business venture, it's typically all that you need. For a more complex business, you may need a longer version.

Related: How To Write A Business Plan

The Presentation Plan

Created with PowerPoint or a similar platform, this is how most plans are presented. And while today's plan is shorter than back in the day, it's not necessarily easier to present. Many people lose sleep over an upcoming presentation, especially one that can play a vital role in the future of your business. However, presenting your plan as a deck can be very powerful. Readers of a plan can't always capture your passion for the business, nor can they ask questions when you finish. In 20 minutes, you can cover all the key points and tell your story from concept and mission statement through financial forecasts.

Related: How To Craft A Business Plan That Will Turn Investor Heads

Remember to keep your graphics uncluttered and to make comments to accentuate your ideas rather than simply reading what is in front of your audience. While a presentation plan is concise, don't be fooled. It takes plenty of planning. The pertinent questions—Who? What? Where? Why? When? and How?—need to be answered.

The Working Plan

A working plan is a tool to be used to operate your business. It is long on detail but cshort on presentation. As with a mini-plan, you probably can afford a somewhat higher degree of candor and informality when preparing a working plan.

Related: 6 Tips For Making A Winning Business Presentation

In a presentation plan, you might describe a rival as "competing primarily on a price basis." But in a working plan, your comment about the same competitor might be, "When is Jones ever going to stop this insane price-cutting?"

A plan intended strictly for internal use may also omit some elements that you need not explain to yourself. Likewise, you probably don't need to include an appendix with resumes of key executives. Product photos are also unnecessary. Internal policy considerations may guide the decision about including or excluding certain information in a working plan. Many entrepreneurs are sensitive about employees knowing the precise salary the owner takes home from the business.

Related: 12 Reasons You Need A Business Plan

To the extent such information can be left out of a working plan without compromising its utility, you can feel free to protect your privacy. This document is like an old pair of khakis you wear to the office on Saturdays or that one ancient delivery truck that never seems to break down. It's there to be used, not admired.

The What-If Plan

When you face unusual circumstances, you need a variant on the working plan. For example, prepare a contingency plan when you are seeking bank financing. A contingency plan is a plan based on the worst-case scenario that you can imagine your business surviving—loss of market share, heavy price competition, defection of a key member of your management team. A contingency plan can soothe the fears of a banker or investor by demonstrating that you have indeed considered more than a rosy scenario.

Related: How To Hire The Right Business Plan Consultant

Your business may be considering an acquisition, in which case a pro forma business plan (some call this a what-if plan) can help you understand what the acquisition is worth and how it might affect your core business. What if you raise prices, invest in staff training, and reduce duplicative efforts? Such what-if planning doesn't have to be as formal as a presentation plan. Perhaps you want to mull over the chances of a major expansion. A what-if plan can help you spot the increased needs for space, equipment, personnel, and other variables so you can make good decisions.

What sets these kinds of plans apart from the working and presentation plans is that they don't necessarily describe how you will run the business. They are essentially more like an addendum to your actual business plan. If you decide to acquire that competitor or grow dramatically, you will want to incorporate some of the thinking already invested in these special purpose plans into your primary business plan.

Related: Do You Need To Write A Formal Business Plan

If you are looking for extra guidance with an industry-specific business plan, you can visit Bplans.com to access over 500 free real-world business plan examples from a wide variety of industries to guide you through writing your own plan. If you're looking for an intuitive tool that walks you through the plan writing process, you can try LivePlan . It includes many of these SBA-approved business plan examples and is especially useful when applying for a bank loan or outside investment.

More in Write Your Business Plan

Section 1: the foundation of a business plan, section 2: putting your business plan to work, section 3: selling your product and team, section 4: marketing your business plan, section 5: organizing operations and finances, section 6: getting your business plan to investors.

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How to Make Killer Business Presentations

Last Updated – Feb 15, 2022 @ 7:49 am

If you are serious about your business , at some point, you need to make a business presentation. Whether you are looking for new investors, training new staff, or selling to an audience, acing your business presentation skills is a must. 

Unfortunately, starting a solid business presentation is a huge undertaking for a lot of entrepreneurs. To help you with this important task, we’ve compiled this guide.

What is a Business Presentation?

A business presentation is a great tool that will help you attract new investors and customers, or let people know about your business. 

This slideshow or demonstration showcases your services, products, and even history. This is usually carried out through audio/visual material such as televisions, laptops, projectors, and statistical documents.   

Business presentations are usually made using a presentation software such as Microsoft PowerPoint but they can also be created using material such as flip charts. 

Types of Business Presentations

Not all business presentations are the same. We’ve gathered its most common types to make it easier for you to assess which one you should make.

Informative presentations

The goal of this business presentation is to provide information and educate the audience. It may cover the following topics:

• Marketing plan
• Status reports
• Monthly reports

The main characteristic of this type of business presentation is it begins with a goal, and it is followed by specific action plans.

Persuasive presentations

This type of business presentation is commonly presented in the middle and upper management of companies. The goal of this presentation is to convince people to support a side.

Usually, this presentation begins with a problem and a proposed solution. Then, it is followed by a situation analysis.

If you plan on presenting a persuasive business presentation, you must highlight the advantages of your viewpoint, as well as present facts and examples. This way, you can persuade your audience to favor your solution. 

Group presentations

The purpose of this type of presentation is to communicate the findings of a team or group. This presentation may be informal, but as with other types of presentations, it seeks to convince people to accept new business strategies and findings.

These presentations are commonly used in corporate meetings where senior executives present their desired corporate direction, followed by team members discussing the topic in detail. 

Presentation aids

Giving presentations made with programs such as PowerPoint has become the new norm in business.

However, you can still use blackboards, whiteboards, and other channels to capture the attention of your audience.

You can even use both to ensure that your audience remembers the details of your presentation more. 

Importance of Business Presentations

Every business owner should know how to make business presentations. Here’s why these types of presentations are vital to the success of your brand .

You’ll be seen as an authority figure

When you make great presentations, you will encourage more people to trust your brand.

Whether the presentation is for a sales campaign or a simple meeting for your company, presentations have the power to influence how people see you. In turn, this can affect their decision-making process.

Another reason why a presentation makes you an authority figure is that it promotes consistency. When you have a standard for presentations, everyone in your company can communicate information more consistently. 

It increases engagement

One of the major upsides of presentations is it makes it easier for the audience to engage. Through a solid presentation, you can hold people’s attention, and make them understand concepts visually.

Presentations are also theatrical in nature so it creates a lasting impact compared to when you simply talk without visual aids. When your audience’s engagement is increased, you’re sure that they get your message. 

It is effective in reaching various audience groups

At its core, presentations are a communication tool. You can use them in face-to-face meetings, Zoom calls, and many more. The same presentation you used for your meeting can even be made available to download for your staff so they can study it more even after the presentation has concluded. 

It gives you flexibility

Another importance of presentation is it allows presenters like you to be more flexible.

When you have a presentation, you don’t need to spend hours editing or changing your content to make way for new information. You can easily modify it depending on its audience.

For instance, if you are making a business presentation in various market sectors, you can incorporate specific content for each audience group. 

Tips on How to Make a Killer Business Presentation

Here are some effective and surprisingly easy tips to follow to ensure to make the best business presentation.

1. Write it down first

When making a business presentation, you don’t immediately open your favorite presentation software the moment you decide to make it.

The goal of your business presentation is to convey a message. But first, you need to define what that message is. 

Considering this, stay away from your computer during the first stage of developing your presentation. Keep in mind that PowerPoint or Keynote, along with other presentation software, are not designed to write presentations. They are only designed to deliver them.

Get your pen and paper out, or open MS Word or any notes app, then create the headlines you want on your presentation.

Once done, assess of everything is cohesive. Your business presentation should tell a story that has a beginning, middle, and end. 

2. Steer clear from black & white presentations

Standard black and white presentations should have no room in your company. This will only bore your audience. 

Leverage beginner-friendly software to design your presentation. There are tons of templates to choose from to make your business presentation more professional-looking.

If you want to take the extra mile, hire someone to do a presentation template for your company. This one-time investment will definitely pay off in the long run. 

3. Use images & visuals

Reading presentations that contain huge blocks of texts is never fun. Effective presenters know the importance of leveraging images and other visual aids in their presentation.

This could be charts, diagrams, or graphs. When you present data this way, your audience will understand it better.

4. Don’t use stock photography

This is one of the biggest mistakes entrepreneurs make when making presentations. Nobody likes to see stock photos with annoying watermarks.

Similarly, if you are presenting to a Filipino audience and the stock photos you have on your presentation only use Caucasian models, these people would not relate to your presentation much. 

5. Inject a little humor

We’re not asking you to play Kabulastugan Instagram videos on your business presentation. However, try to inject a few funny anecdotes without making fun of anyone.

Business presentations are notorious for being boring so if you want to prevent your audience from dozing off, lighten up the mood.

6. Don’t overload your business presentation with information

When you make business presentations, your goal is not to make your audiences read, but to make them listen. Do not put all information in slides because this will only decrease the interest of your audience. 

Instead of treating your business presentation like a transcript, use it to guide you when telling the story of the presentation. Here’s an order you can use for your slides:

• Introduction
• Visual data 
• Questions (directed to you by your audience)
• Other backup information to answer possible questions 

7. Use large fonts

The last thing you want is to have people at the back squinting because they can’t see the text in your presentation. As a rule, the text and images in your slides should be clear even for those at the back of the room.

It is also recommended to use simple fonts. Here are some fonts that look professional:

• Didas 
• Josefin Sans
• Times new roman 
• Libre-Baskerville

8. Keep it short

Nobody wants to listen to an hour-long presentation without breaks. As much as possible, cut your business presentation to 20 minutes or less.

This way, you get to arrest the attention span of your audience from beginning to end.

9. Always end on a positive note

When it comes to a business presentation, you should end on a high note by answering the question “what should we do next?”

This call to action will encourage your audience to think beyond your presentation and find ways to apply what they learned.

10. Check the set-up

Whether you are making a business presentation to 10 people or 1,000, you should always check the set-up beforehand, or ask someone to do it for you.

This way, you will minimize the risk of running into technical issues that could affect your presentation’s success. 

11. Don’t forget to practice

An aesthetically-pleasing presentation will only get you so far. At the end of the day, the success of your business presentation solely depends on your presentation skills.

If you haven’t practiced this skill yet, don’t worry. After all, nobody is born a great speaker. This is something you develop over time.

What may help you is to practice in front of a mirror, or do a mock presentation with two people in your team. Ask them for feedback on areas you can improve on, and make adjustments as needed. 

12. Prepare for a Q&A

At the end of your presentation, you must ask your audience for questions or input. When taking note of possible questions, do not leave out the simplest ones.

It is also recommended to the answer by heart instead of simply reading them from your slide. 

You can also prepare some questions at the end if in case your audience is too shy to ask questions. This way, there would be no uncomfortable and awkward silence.

About MJ de Castro

MJ de Castro is the lead personal finance columnist at Grit PH.

MJ started her career as a writer for her local government’s City Information Office. Later on, she became a news anchor on PTV Davao del Norte.

Wanting to break free from the shackles of her 9-to-5 career to live by the beach, she pursued remote work. Over the years, she has developed a wide specialization on health, financial literacy, entrepreneurship, branding, and travel.

Now, she juggles writing professionally, her business centering on women’s menstrual health, and surfing.

Education: Ateneo de Davao University (AB Mass Communication) Focus: Personal Finance, Personal Development, Entrepreneurship, & Marketing

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What is cloud computing?

With cloud computing, organizations essentially buy a range of services offered by cloud service providers (CSPs). The CSP’s servers host all the client’s applications. Organizations can enhance their computing power more quickly and cheaply via the cloud than by purchasing, installing, and maintaining their own servers.

The cloud-computing model is helping organizations to scale new digital solutions with greater speed and agility—and to create value more quickly. Developers use cloud services to build and run custom applications and to maintain infrastructure and networks for companies of virtually all sizes—especially large global ones. CSPs offer services, such as analytics, to handle and manipulate vast amounts of data. Time to market accelerates, speeding innovation to deliver better products and services across the world.

What are examples of cloud computing’s uses?

Get to know and directly engage with senior mckinsey experts on cloud computing.

Brant Carson is a senior partner in McKinsey’s Vancouver office; Chandra Gnanasambandam and Anand Swaminathan are senior partners in the Bay Area office; William Forrest is a senior partner in the Chicago office; Leandro Santos is a senior partner in the Atlanta office; Kate Smaje is a senior partner in the London office.

Cloud computing came on the scene well before the global pandemic hit, in 2020, but the ensuing digital dash  helped demonstrate its power and utility. Here are some examples of how businesses and other organizations employ the cloud:

• A fast-casual restaurant chain’s online orders multiplied exponentially during the 2020 pandemic lockdowns, climbing to 400,000 a day, from 50,000. One pleasant surprise? The company’s online-ordering system could handle the volume—because it had already migrated to the cloud . Thanks to this success, the organization’s leadership decided to accelerate its five-year migration plan to less than one year.
• A biotech company harnessed cloud computing to deliver the first clinical batch of a COVID-19 vaccine candidate for Phase I trials in just 42 days—thanks in part to breakthrough innovations using scalable cloud data storage and computing  to facilitate processes ensuring the drug’s safety and efficacy.
• Banks use the cloud for several aspects of customer-service management. They automate transaction calls using voice recognition algorithms and cognitive agents (AI-based online self-service assistants directing customers to helpful information or to a human representative when necessary). In fraud and debt analytics, cloud solutions enhance the predictive power of traditional early-warning systems. To reduce churn, they encourage customer loyalty through holistic retention programs managed entirely in the cloud.
• Automakers are also along for the cloud ride . One company uses a common cloud platform that serves 124 plants, 500 warehouses, and 1,500 suppliers to consolidate real-time data from machines and systems and to track logistics and offer insights on shop floor processes. Use of the cloud could shave 30 percent off factory costs by 2025—and spark innovation at the same time.

That’s not to mention experiences we all take for granted: using apps on a smartphone, streaming shows and movies, participating in videoconferences. All of these things can happen in the cloud.

Learn more about our Cloud by McKinsey , Digital McKinsey , and Technology, Media, & Telecommunications  practices.

How has cloud computing evolved?

Going back a few years, legacy infrastructure dominated IT-hosting budgets. Enterprises planned to move a mere 45 percent of their IT-hosting expenditures to the cloud by 2021. Enter COVID-19, and 65 percent of the decision makers surveyed by McKinsey increased their cloud budgets . An additional 55 percent ended up moving more workloads than initially planned. Having witnessed the cloud’s benefits firsthand, 40 percent of companies expect to pick up the pace of implementation.

The cloud revolution has actually been going on for years—more than 20, if you think the takeoff point was the founding of Salesforce, widely seen as the first software as a service (SaaS) company. Today, the next generation of cloud, including capabilities such as serverless computing, makes it easier for software developers to tweak software functions independently, accelerating the pace of release, and to do so more efficiently. Businesses can therefore serve customers and launch products in a more agile fashion. And the cloud continues to evolve.

Introducing McKinsey Explainers : Direct answers to complex questions

Cost savings are commonly seen as the primary reason for moving to the cloud but managing those costs requires a different and more dynamic approach focused on OpEx rather than CapEx. Financial-operations (or FinOps) capabilities  can indeed enable the continuous management and optimization of cloud costs . But CSPs have developed their offerings so that the cloud’s greatest value opportunity is primarily through business innovation and optimization. In 2020, the top-three CSPs reached $100 billion  in combined revenues—a minor share of the global $2.4 trillion market for enterprise IT services—leaving huge value to be captured. To go beyond merely realizing cost savings, companies must activate three symbiotic rings of cloud value creation : strategy and management, business domain adoption, and foundational capabilities.

What’s the main reason to move to the cloud?

The pandemic demonstrated that the digital transformation can no longer be delayed—and can happen much more quickly than previously imagined. Nothing is more critical to a corporate digital transformation than becoming a cloud-first business. The benefits are faster time to market, simplified innovation and scalability, and reduced risk when effectively managed. The cloud lets companies provide customers with novel digital experiences—in days, not months—and delivers analytics absent on legacy platforms. But to transition to a cloud-first operating model, organizations must make a collective effort that starts at the top. Here are three actions CEOs can take to increase the value their companies get from cloud computing :

• Establish a sustainable funding model.
• Develop a new business technology operating model.
• Set up policies to attract and retain the right engineering talent.

How much value will the cloud create?

Fortune 500 companies adopting the cloud could realize more than $1 trillion in value  by 2030, and not from IT cost reductions alone, according to McKinsey’s analysis of 700 use cases.

For example, the cloud speeds up design, build, and ramp-up, shortening time to market when companies have strong DevOps (the combination of development and operations) processes in place; groups of software developers customize and deploy software for operations that support the business. The cloud’s global infrastructure lets companies scale products almost instantly to reach new customers, geographies, and channels. Finally, digital-first companies use the cloud to adopt emerging technologies and innovate aggressively, using digital capabilities as a competitive differentiator to launch and build businesses .

If companies pursue the cloud’s vast potential in the right ways, they will realize huge value. Companies across diverse industries have implemented the public cloud and seen promising results. The successful ones defined a value-oriented strategy across IT and the business, acquired hands-on experience operating in the cloud, adopted a technology-first approach, and developed a cloud-literate workforce.

Learn more about our Cloud by McKinsey and Digital McKinsey practices.

What is the cloud cost/procurement model?

Some cloud services, such as server space, are leased. Leasing requires much less capital up front than buying, offers greater flexibility to switch and expand the use of services, cuts the basic cost of buying hardware and software upfront, and reduces the difficulties of upkeep and ownership. Organizations pay only for the infrastructure and computing services that meet their evolving needs. But an outsourcing model  is more apt than other analogies: the computing business issues of cloud customers are addressed by third-party providers that deliver innovative computing services on demand to a wide variety of customers, adapt those services to fit specific needs, and work to constantly improve the offering.

What are cloud risks?

The cloud offers huge cost savings and potential for innovation. However, when companies migrate to the cloud, the simple lift-and-shift approach doesn’t reduce costs, so companies must remediate their existing applications to take advantage of cloud services.

For instance, a major financial-services organization  wanted to move more than 50 percent of its applications to the public cloud within five years. Its goals were to improve resiliency, time to market, and productivity. But not all its business units needed to transition at the same pace. The IT leadership therefore defined varying adoption archetypes to meet each unit’s technical, risk, and operating-model needs.

Legacy cybersecurity architectures and operating models can also pose problems when companies shift to the cloud. The resulting problems, however, involve misconfigurations rather than inherent cloud security vulnerabilities. One powerful solution? Securing cloud workloads for speed and agility : automated security architectures and processes enable workloads to be processed at a much faster tempo.

What kind of cloud talent is needed?

The talent demands of the cloud differ from those of legacy IT. While cloud computing can improve the productivity of your technology, it requires specialized and sometimes hard-to-find talent—including full-stack developers, data engineers, cloud-security engineers, identity- and access-management specialists, and cloud engineers. The cloud talent model  should thus be revisited as you move forward.

Six practical actions can help your organization build the cloud talent you need :

• Find engineering talent with broad experience and skills.
• Balance talent maturity levels and the composition of teams.
• Build an extensive and mandatory upskilling program focused on need.
• Build an engineering culture that optimizes the developer experience.
• Consider using partners to accelerate development and assign your best cloud leaders as owners.
• Retain top talent by focusing on what motivates them.

How do different industries use the cloud?

Different industries are expected to see dramatically different benefits from the cloud. High-tech, retail, and healthcare organizations occupy the top end of the value capture continuum. Electronics and semiconductors, consumer-packaged-goods, and media companies make up the middle. Materials, chemicals, and infrastructure organizations cluster at the lower end.

Nevertheless, myriad use cases provide opportunities to unlock value across industries , as the following examples show:

• a retailer enhancing omnichannel  fulfillment, using AI to optimize inventory across channels and to provide a seamless customer experience
• a healthcare organization implementing remote heath monitoring to conduct virtual trials and improve adherence
• a high-tech company using chatbots to provide premier-level support combining phone, email, and chat
• an oil and gas company employing automated forecasting to automate supply-and-demand modeling and reduce the need for manual analysis
• a financial-services organization implementing customer call optimization using real-time voice recognition algorithms to direct customers in distress to experienced representatives for retention offers
• a financial-services provider moving applications in customer-facing business domains to the public cloud to penetrate promising markets more quickly and at minimal cost
• a health insurance carrier accelerating the capture of billions of dollars in new revenues by moving systems to the cloud to interact with providers through easier onboarding

The cloud is evolving  to meet the industry-specific needs of companies. From 2021 to 2024, public-cloud spending on vertical applications (such as warehouse management in retailing and enterprise risk management in banking) is expected to grow by more than 40 percent annually. Spending on horizontal workloads (such as customer relationship management) is expected to grow by 25 percent. Healthcare and manufacturing organizations, for instance, plan to spend around twice as much on vertical applications as on horizontal ones.

Learn more about our Cloud by McKinsey , Digital McKinsey , Financial Services , Healthcare Systems & Services , Retail , and Technology, Media, & Telecommunications  practices.

What are the biggest cloud myths?

Views on cloud computing can be clouded by misconceptions. Here are seven common myths about the cloud —all of which can be debunked:

• The cloud’s value lies primarily in reducing costs.
• Cloud computing costs more than in-house computing.
• On-premises data centers are more secure than the cloud.
• Applications run more slowly in the cloud.
• The cloud eliminates the need for infrastructure.
• The best way to move to the cloud is to focus on applications or data centers.
• You must lift and shift applications as-is or totally refactor them.

How large must my organization be to benefit from the cloud?

Here’s one more huge misconception: the cloud is just for big multinational companies. In fact, cloud can help make small local companies become multinational. A company’s benefits from implementing the cloud are not constrained by its size. In fact, the cloud shifts barrier to entry skill rather than scale, making it possible for a company of any size to compete if it has people with the right skills. With cloud, highly skilled small companies can take on established competitors. To realize the cloud’s immense potential value fully, organizations must take a thoughtful approach, with IT and the businesses working together.

For more in-depth exploration of these topics, see McKinsey’s Cloud Insights collection. Learn more about Cloud by McKinsey —and check out cloud-related job opportunities if you’re interested in working at McKinsey.

Articles referenced include:

• “ Six practical actions for building the cloud talent you need ,” January 19, 2022, Brant Carson , Dorian Gärtner , Keerthi Iyengar, Anand Swaminathan , and Wayne Vest
• “ Cloud-migration opportunity: Business value grows, but missteps abound ,” October 12, 2021, Tara Balakrishnan, Chandra Gnanasambandam , Leandro Santos , and Bhargs Srivathsan
• “ Cloud’s trillion-dollar prize is up for grabs ,” February 26, 2021, Will Forrest , Mark Gu, James Kaplan , Michael Liebow, Raghav Sharma, Kate Smaje , and Steve Van Kuiken
• “ Unlocking value: Four lessons in cloud sourcing and consumption ,” November 2, 2020, Abhi Bhatnagar , Will Forrest , Naufal Khan , and Abdallah Salami
• “ Three actions CEOs can take to get value from cloud computing ,” July 21, 2020, Chhavi Arora , Tanguy Catlin , Will Forrest , James Kaplan , and Lars Vinter

Want to know more about cloud computing?

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